What can an AI teammate do with Affinity?

An Affinity AI teammate can browse your relationship graph, look up contacts and organizations, surface warm introduction paths, scan pipeline lists for stale deals, log notes, and create new contacts - all on a schedule or on demand. Write actions like creating contacts or notes require your approval.

Is this useful if I am not in venture capital?

Yes. Any relationship-driven workflow benefits - enterprise sales, recruiting, partnerships, and fundraising all rely on the same pattern of tracking contacts, surfacing warm paths, and keeping pipelines current.

Will my teammate add or change data without asking?

No. Creating contacts and logging notes are write actions that require your approval in safe and plan permission modes. Read operations like browsing contacts and lists run automatically.

How is an Affinity AI teammate different from Affinity's built-in reminders?

Affinity reminders prompt you to follow up, but you still do the work. An AI teammate reasons across your full relationship graph - it finds the best introduction path, drafts the outreach, logs the outcome, and schedules the next step, acting as an autonomous layer on top of your CRM.

CRM & sales

AI Teammate for Affinity

An AI teammate that surfaces, tracks, and manages your relationship intelligence.

Your AI teammate for Affinity browses your relationship graph, surfaces warm introductions, and keeps deal flow current - making it the ideal AI co-pilot for VC firms, investment teams, and relationship-driven sales. Connect it to your pipeline to automatically track interactions, enrich contact records, and flag stale deals before they go cold. Write actions always require your approval.

Relationship capital is only as valuable as your ability to activate it. An Affinity AI teammate turns your network into a queryable asset - surfacing the right contact at the right moment and keeping every deal and introduction up to date without manual logging.

Connect Affinity Visit Affinity

What your AI teammate can do with Affinity

Read-only actions run automatically. Write actions require your approval.

Read-only actions

list persons

Browse and search all people in your Affinity network

get person

Retrieve full profile, interaction history, and field values for a contact

list organizations

Browse all companies and organizations tracked in Affinity

get organization

Retrieve full details, relationships, and field values for a company

list lists

Fetch all pipeline lists and their entries

Write actions (require approval)

create person

Add a new contact to your Affinity network

create note

Log a note against a person, organization, or deal

Example workflows with Affinity

Real tasks you can run on a schedule or on demand.

task

scan your pipeline lists every morning and flag deals with no activity in the past 14 days

task

find the warmest path to a target company by mapping mutual connections across your network

task

auto-log meeting notes to the right contact and organization after each call

task

generate a weekly relationship health report covering new intros, stale deals, and upcoming follow-ups

How to connect Affinity

Create a free m8tes account.

Connect Affinity

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses Affinity. It handles the rest.

Affinity AI teammate: FAQ

Common questions about using an AI teammate with Affinity.

Build an AI teammate for Affinity

Connect Affinity to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses Affinity alongside your other tools.

Related integrations

Teams that use Affinity also connect these.

Salesforce

CRM & sales

HubSpot

CRM & sales

Slack

Communication

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